JDBAX vs. SGENX
Compare and contrast key facts about Janus Henderson Balanced Fund Class A (JDBAX) and First Eagle Global Fund Class A (SGENX).
JDBAX is managed by Janus Henderson. It was launched on Sep 1, 1992. SGENX is managed by First Eagle. It was launched on Jan 1, 1979.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JDBAX or SGENX.
Correlation
The correlation between JDBAX and SGENX is 0.77, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
JDBAX vs. SGENX - Performance Comparison
Key characteristics
JDBAX:
0.95
SGENX:
1.58
JDBAX:
1.24
SGENX:
2.12
JDBAX:
1.19
SGENX:
1.29
JDBAX:
1.15
SGENX:
1.71
JDBAX:
3.24
SGENX:
5.12
JDBAX:
2.94%
SGENX:
2.96%
JDBAX:
10.09%
SGENX:
9.59%
JDBAX:
-33.09%
SGENX:
-45.72%
JDBAX:
-4.38%
SGENX:
-1.60%
Returns By Period
In the year-to-date period, JDBAX achieves a 3.29% return, which is significantly lower than SGENX's 7.45% return. Over the past 10 years, JDBAX has outperformed SGENX with an annualized return of 5.79%, while SGENX has yielded a comparatively lower 3.88% annualized return.
JDBAX
3.29%
1.51%
0.92%
9.98%
5.85%
5.79%
SGENX
7.45%
3.69%
2.77%
14.70%
5.96%
3.88%
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JDBAX vs. SGENX - Expense Ratio Comparison
JDBAX has a 0.89% expense ratio, which is lower than SGENX's 1.11% expense ratio.
Risk-Adjusted Performance
JDBAX vs. SGENX — Risk-Adjusted Performance Rank
JDBAX
SGENX
JDBAX vs. SGENX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Balanced Fund Class A (JDBAX) and First Eagle Global Fund Class A (SGENX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
JDBAX vs. SGENX - Dividend Comparison
JDBAX's dividend yield for the trailing twelve months is around 1.84%, less than SGENX's 2.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JDBAX Janus Henderson Balanced Fund Class A | 1.84% | 1.90% | 2.08% | 0.91% | 0.67% | 1.22% | 1.63% | 1.68% | 1.69% | 1.99% | 1.50% | 1.72% |
SGENX First Eagle Global Fund Class A | 2.22% | 2.38% | 1.29% | 0.10% | 1.93% | 0.83% | 1.26% | 0.84% | 0.74% | 0.38% | 0.13% | 0.56% |
Drawdowns
JDBAX vs. SGENX - Drawdown Comparison
The maximum JDBAX drawdown since its inception was -33.09%, smaller than the maximum SGENX drawdown of -45.72%. Use the drawdown chart below to compare losses from any high point for JDBAX and SGENX. For additional features, visit the drawdowns tool.
Volatility
JDBAX vs. SGENX - Volatility Comparison
Janus Henderson Balanced Fund Class A (JDBAX) has a higher volatility of 2.33% compared to First Eagle Global Fund Class A (SGENX) at 2.07%. This indicates that JDBAX's price experiences larger fluctuations and is considered to be riskier than SGENX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.